See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,226 | $80,717+294.2% | $154,803+105.6% | $84,808+275.2% |
| Participation rate | 96.2% | 66.8%+29.4pp | 78.1%+18.1pp | 68.3%+27.9pp |
| Annual return | 17.54% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $15,595 | $2,761+464.8% | $4,305+262.2% | $2,631+492.7% |
| Participant deferral / active EE | $10,717 | $3,303+224.5% | $5,540+93.4% | $4,212+154.5% |
| Admin fee / account holder | $37,439 | $6,746+455.0% | $14,329+161.3% | $7,344+409.8% |